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Senior Wealth Management, LLC is a full service financial firm specializing in multi-generation financial planning and institutional investment management. We assist families and institutions in accumulating, preserving and distributing wealth through our

3 Key Principles:

1) Clients First: We are here for you. Our firm is dedicated to regularly scheduled, open channels of communication and we work with you constantly to ensure optimal results. Our goal is not just to take care of your financial needs; we want you to become an informed, empowered client. We enjoy taking the time to educate, discuss, and evaluate together with you...so give us a call!

2) Comprehensive Planning: Our professionals design custom portfolios and assign specialized management strategies for each individual client. We recognize that each client has unique situations and desires. We ensure that you are given what YOU need...and not some cookie-cutter solution. 

3) Credentials: We recognize the crucial importance of constant educational development, especially in a continuously evolving industry, and make sure that these benefits are passed on to you. From Certified Senior Advisor (CSA) to accredited portfolio strategist to specialized insurance to multi-lingual services, our people are willing and able to address those issues that are important to you!

Here you will find the comprehensive financial and investment service just for you. We offer fee-based, commission-free, asset management services and have access to specialized attorneys and accountants for custom, individualized advice.

Please spend some time with us and learn not only about all our comprehensive services, but access our learning library to become an informed and empowered client.

We look forward to earning your trust and becoming the first place you think of when you need comprehensive financial guidance.

Helpful Content

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Home Mortgage Deduction

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Taxable vs. Tax-Deferred Savings

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

 

Four Steps to Valuing an Estate

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Taxable vs. Tax-Deferred Savings

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Using smart management to get more of what you want and free up assets to invest.

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What does your home really cost?

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There are a few things to consider when buying or leasing your next vehicle.

When Markets React

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To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

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